Attendance and time reports

The Reports tab is open to managers, members with payroll access, owners and admins. In the Operations menu, click Attendance and time, then Reports.

Pick a report

Under Report, choose one of the reports:
- Attendance summary: days, hours, overtime, leave and missing days per employee.
- Daily hours: each employee’s day: in, out, breaks and the standard.
- Hours by client: hours each employee gave each client, with the labor cost.
- Projects and budgets: budget, hours used, price and margin per project.
- Attendance and reported time: time at work against time reported to clients, tasks and projects.
- Leave and absence: vacation, sick leave and other absences in the period.
Choose the period.
Filter by Employees, Clients or Projects, as the report allows.
Under Group by, choose, as the report allows, No grouping, Employee or Client. Each group opens with a row holding its name, its number of rows and its sums, and the report ends with a total row.

Hovering over a column header explains what it counts, for example that Missing days are working days with no attendance and no leave, up to today. Columns can be hidden, moved and resized. See Arranging lists and saved views.

Who sees what

A manager sees themselves and the members they directly manage.
A member with payroll access only sees everyone’s attendance reports (Attendance summary, Daily hours, Leave and absence), without the client and project reports.
Labor cost and margin appear only for owners and admins.
An office that tracks only attendance, or only time reports, sees only its reports.

Save a view

The report remembers the grouping, sort, filters and columns for you, for each report separately. To come back to a particular arrangement in one click, click Saved views and choose Save current filters as a view…. The period is not saved in the view, so the same view fits any period.

Export, print and send

Export → Excel or CSV: the rows and columns as shown.
Print or PDF: you can add a Note (optional) printed under the title. The page has the office logo, the title, the period and the rows. For a file, choose “Save as PDF” in the print window.
Send by email: for owners, admins and managers. Choose who to Send to (owners, admins, managers and yourself) and add a note if you like. The recipients get the report as you see it now, from the office mailbox.

A very long report shows only its first rows, and says so above the table. Choose a shorter period or filter.

To get a report regularly, for example every Thursday, use the Send a report step in an automation. See automations.